Clayton Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Clayton Financial Group’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.5M	Buy	28,141 +1,467	+5%	+$135K	1.28%	13
2025 Q4	$2.36M	Buy	26,674 +5,311	+25%	+$477K	1.2%	14
2025 Q3	$1.95M	Buy	21,363 +15,949	+295%	+$1.45M	1.43%	12
2025 Q2	$482K	Sell	5,414 -10,025	-65%	-$884K	0.57%	18
2025 Q1	$1.4M	Sell	15,439 -605	-4%	-$54.9K	0.51%	36
2024 Q4	$1.43M	Buy	16,044 +940	+6%	+$88.8K	0.51%	35
2024 Q3	$1.47M	Sell	15,104 -18,785	-55%	-$1.73M	0.55%	34
2024 Q2	$2.93M	Buy	33,889 +3,424	+11%	+$283K	1.27%	22
2024 Q1	$2.63M	Buy	30,465 +179	+0.6%	+$15.3K	1.2%	21
2023 Q4	$2.68M	Buy	+30,286	New	+$2.4M	1.67%	18

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Clayton Financial Group's VNQ Position: Q1 2026 in Review

Clayton Financial Group increased its Vanguard Real Estate ETF (VNQ) stake by 5.5% in Q1 2026, buying an estimated $135K and bringing the position to 28,141 shares worth $2.5M. The position accounts for 1.28% of the portfolio, ranked #13.

Clayton Financial Group first reported a position in VNQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.93M in Q2 2024. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Clayton Financial Group held 28,141 shares of Vanguard Real Estate ETF worth $2.5M as of Q1 2026.
Clayton Financial Group bought 1,467 Vanguard Real Estate ETF shares in Q1 2026, an estimated $135K.
Vanguard Real Estate ETF made up 1.28% of Clayton Financial Group's portfolio in Q1 2026, its #13 holding.
Clayton Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Clayton Financial Group's Vanguard Real Estate ETF position peaked at $2.93M in Q2 2024.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Clayton Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.